Institutions / Univest Financial Corp
Univest Financial Corp
CIK 102212 · Institution · as of Jun 30, 2026
Portfolio value
$2.04B
Positions
275
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$2.04B+14.4%Positions
275+8.3%Top holdings
Jun 30, 2026View all 275 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Star Fds | $183.97M | 9.0% |
| SPDR Series Trust | $161.13M | 7.9% |
| Apple Inc. | $103.43M | 5.1% |
| Alphabet Inc. | $86.30M | 4.2% |
| Micron Technology Inc | $71.80M | 3.5% |
| Microsoft Corp | $68.37M | 3.4% |
| NVIDIA Corp | $66.09M | 3.2% |
| Amazon.com Inc | $64.20M | 3.2% |
| SPDR Series Trust | $59.99M | 2.9% |
| iShares Tr | $59.02M | 2.9% |
| Broadcom Inc. | $52.99M | 2.6% |
| ELI LILLY & Co | $40.56M | 2.0% |
| Meta Platforms Inc | $35.90M | 1.8% |
| Nextera Energy Inc | $30.26M | 1.5% |
| Select Sector SPDR Tr | $29.77M | 1.5% |
| Applied Materials Inc /De | $27.20M | 1.3% |
| Visa Inc | $26.40M | 1.3% |
| Vanguard Index Fds | $25.90M | 1.3% |
| Univest Financial Corp | $22.03M | 1.1% |
| SPDR Series Trust | $20.54M | 1.0% |
| S&P Global Inc. | $20.45M | 1.0% |
| Unitedhealth Group Inc | $19.96M | 1.0% |
| BlackRock, Inc. | $17.79M | 0.9% |
| Johnson & Johnson | $17.65M | 0.9% |
| Vanguard World Fd | $17.19M | 0.8% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 78464A821 | $-19.15M | -200K -62.19% | 121,342 0.57% of portfolio | medium |
| Q1 2026 as of | Trim | 78464A649 | $-16.88M | -659K -21.42% | 2,415,915 3.04% of portfolio | medium |
| Q2 2026 as of | Add | 921910816 | $13.73M | +156K +397.30% | 195,558 0.84% of portfolio | medium |
| Q1 2026 as of | Add | 921910816 | $11.20M | +30K +344.34% | 39,324 0.71% of portfolio | medium |
| Q1 2026 as of | Trim | 81369Y803 | $-10.23M | -77K -70.31% | 32,504 0.21% of portfolio | medium |
| Q1 2026 as of | Trim | 78468R663 | $-8.69M | -95K -85.26% | 16,380 0.07% of portfolio | medium |
| Q1 2026 as of | Trim | Micron Technology Inc | $-8.29M | -25K -27.38% | 65,083 1.08% of portfolio | medium |
| Q1 2026 as of | New | Broadridge Financial Solutions Inc | $8.23M | +51K | 50,636 0.40% of portfolio | medium |
| Q2 2026 as of | Add | 46434V613 | $8.19M | +177K +16.11% | 1,278,847 2.90% of portfolio | medium |
| Q1 2026 as of | Trim | Alphabet Inc. | $-8.09M | -28K -10.57% | 238,130 3.36% of portfolio | medium |